Marc
Arcidiacono

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2729136
Investment Advisor
in San Diego, CA
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About this Advisor

Marc Arcidiacono is a certified financial planner whose office is in San Diego, California. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Arcidiacono has 16 years of professional experience as a financial advisor. Arcidiacono holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Arcidiacono can work with investors in California and Texas. The advisor has gained experience at Tdameritrade, Charles Schwab & Co., Inc, Charles Schwab Bank, Chase Investment Services Corp, United Capital Financial Advisers, LLC, Girard Securities, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is located in San Diego, California, and has 2,958 other locations across the country. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets across 2,272,151 client accounts and retains more than 40,146 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

16849 Bernardo Center Dr
San Diego, CA 92128

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

CA Average: $7,464,549,021
Total Number of Employees

40,146

CA Average: 88
Total Number of Accounts

2,272,151

CA Average: 3,892
Average Account Size

$360,815

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Marc Arcidiacono Work History

Marc has 16 years of experience.

2015 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (4 years)

Bank Of America, N.A

2014 - 2014 (0 years)

Girard Securities, Inc

2013 - 2014 (1 years)

United Capital Financial Advisers, LLC

2011 - 2013 (2 years)

Tdameritrade

2010 - 2011 (1 years)

Chase Investment Services Corp

2005 - 2010 (5 years)

Charles Schwab Bank

2002 - 2010 (8 years)

Charles Schwab & Co., Inc

Disclosures

Marc Arcidiacono has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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